We use monday for time tracking and have different billing rules for different types of clients. We have 1 board (board 1) with the list of supported clients and what type of client they are. Then we have another board (board 2) that we track our time in. When an item is added to board 2 it matches the client name to board 1 and mirrors a status column identifiying what type of client they are. I need an automation that on that connection will see the value of the client type in the mirrored column and update the billing status for that item based on the value in the mirrored column. I tried using a status change on the mirrored column, but it seems the value isn’t really changing since it is just diplaying the value already on board 1.
For connected and mirror automations, you’ll need to use the ‘recipes’ and not ‘create your own’. When you go to ‘Automations’, click on ‘Create’ at the top and then ‘Connected & mirror columns’
That was my attempt. However, when the boards connect the status column that I am mirroroing does not appear to register as a change.
Board 1 lists clients. That status of one client in teh Client Type is set to “Support Contract” this means they have prepaid for support.
On Board 2 when a users tracks their time an automation runs to connected "When an item is created in board, connect the item where “Client Name” matches “Client Name” in “Supported Clients” by adding new matched item. This works fine.
Board 2 then has a mirrored column “Client Type” that will show what support level the client is. If that mirrored column shows “Support Contract” I need to run an Automation on the time tracking item to update the “Billing” Status Column to read “Billed”
The mirrored status column is not registering as a change so I am unable to use the status change trigger for the automation.
I hope that give a clearer example of where I am stuck.
